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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,688 | $47,479+25.7% | $62,929-5.1% | $82,448-27.6% |
| Participation rate | 55.2% | 66.9%-11.7pp | 73.1%-17.9pp | 68.1%-12.9pp |
| Annual return | 19.13% | 20.34%-1.2pp | 1063.93%-1044.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,368 | $1,885-27.5% | $2,505-45.4% | $2,551-46.4% |
| Participant deferral / active EE | $3,538 | $2,870+23.3% | $3,888-9.0% | $4,139-14.5% |
| Admin fee / account holder | $1,939 | $3,804-49.0% | $5,065-61.7% | $7,234-73.2% |